Frank Rimerman Advisors’s PepsiCo PEP Stock Holding History

Frank Rimerman Advisors’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.49M	Sell	18,396 -2,623	-12%	-$392K	0.14%	123
2026 Q1	$3.26M	Buy	21,019 +247	+1%	+$38.5K	0.21%	78
2025 Q4	$2.98M	Buy	20,772 +2,931	+16%	+$431K	0.19%	89
2025 Q3	$2.51M	Buy	17,841 +4,377	+33%	+$625K	0.16%	103
2025 Q2	$1.78M	Buy	13,464 +3,555	+36%	+$479K	0.12%	132
2025 Q1	$1.49M	Buy	9,909 +14	+0.1%	+$2.08K	0.12%	140
2024 Q4	$1.5M	Sell	9,895 -1,501	-13%	-$246K	0.11%	134
2024 Q3	$1.94M	Sell	11,396 -679	-6%	-$117K	0.14%	119
2024 Q2	$1.99M	Buy	12,075 +11,999	+15,788%	+$2.07M	0.14%	118
2024 Q1	$13.3K	Hold	76	–	–	﹤0.01%	166
2023 Q4	$12.9K	Buy	+76	New	+$12.6K	﹤0.01%	161

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Frank Rimerman Advisors's PEP Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its PepsiCo (PEP) stake by 12% in Q2 2026, selling an estimated $392K and leaving 18,396 shares worth $2.49M. The position accounts for 0.14% of the portfolio, ranked #123.

Frank Rimerman Advisors first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.26M in Q1 2026. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Frank Rimerman Advisors held 18,396 shares of PepsiCo worth $2.49M as of Q2 2026.
Frank Rimerman Advisors sold 2,623 PepsiCo shares in Q2 2026, an estimated $392K.
PepsiCo made up 0.14% of Frank Rimerman Advisors's portfolio in Q2 2026, its #123 holding.
Frank Rimerman Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Frank Rimerman Advisors's PepsiCo position peaked at $3.26M in Q1 2026.
3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.